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Nationwide Bailard Intl Eqs C NWHKX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.05  /  0.75 %
  • Total Assets 169.2 Mil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.09%
  • Turnover 45%

Morningstar’s Analysis NWHKX

Will NWHKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A mixture of quantitative and qualitative aspects has produced unimpressive results.

null Gregg Wolper

Gregg Wolper

Summary

Nationwide Bailard International Equities' management team has the appropriate quantitative skills, but they have limited analyst support and their models have repeatedly fallen short in key areas. The strategy receives Morningstar Analyst Ratings of Neutral for all share classes.

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Portfolio Holdings NWHKX

  • Current Portfolio Date
  • Equity Holdings 133
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.64
4,605,767
Healthcare
1.94
3,383,110
Consumer Cyclical
1.89
3,302,650
Technology
1.65
2,880,715
Healthcare
1.63
2,856,859
Consumer Defensive
1.44
2,515,333
Energy
1.43
2,499,140
Energy
1.40
2,444,947
Healthcare
1.34
2,344,169
Financial Services
1.34
2,343,043
Basic Materials